Your commercial building blocks

Your commercial building blocks

Your commercial building blocks

Model your business reality to take action on. Default system properties like “Days since last touch”, add Custom fields like “Churn Risk comment”. Custom formula fields like “average number of conversations before an opportunity is generated”. All thinkable data types are available to construct the models that you rely on.

Highlights
  • Number, Rating, List, rich text and more that can be enriched via LLM integrations

  • Cross-object formula fields for data roll-ups

Discover the full power of Properties

Discover the full power of Properties

Discover the full power of Properties
Discover the full power of Properties
An abstract render of a Planhat customer profile, including timeseries data and interaction records from Jira and Salesforce.

Thought-leading customer-centric content, direct to your inbox every month.

An abstract render of a Planhat customer profile, including timeseries data and interaction records from Jira and Salesforce.

Thought-leading customer-centric content, direct to your inbox every month.

Thought-leading customer-centric content, direct to your inbox every month.

Thought-leading customer-centric content, direct to your inbox every month.

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